Announcements

Advanced 10-K Workshop

Given the level of detail required and the potential level of scrutiny by the SEC, the SEC’s Form 10-K Annual Report requires top-notch skill to prepare.

This one-day seminar, designed for professionals with experience in SEC reporting, builds participant knowledge of Form 10-K requirements and relevant regulations, including Regulation S-X, Regulation S-K, and the Securities Exchange Act of 1934. Participants gain advanced understanding of more complex reporting scenarios, focusing on the most effective preparation of the 10-K.

The seminar will also cover the latest issues facing reporting entities, including Non-GAAP Financial Measures, the SEC Disclosure Effectiveness Project, benchmarking and Disclosure Committee best practices.


Venue and Hotel Details

Agenda

  • SEC Reporting (10-K, Planning, Preparation, and Timing Best Practices)
  • Selected Financial Data Considerations
  • MD&A Considerations
  • Financial Statement Considerations
  • Business, Risk Factors and Executive Compensation Considerations
  • Disclosure Trend Considerations
  • SEC Comment Letter Trends and Hot Topics

Program Details

Prerequisite:  Baseline understanding of Form 10-K requirements
Preparation:   None
Level of Knowledge:   Intermediate
Field of Study:   Accounting
Delivery Method:   Group Live, Instructor-Led Course

Course Leaders

Mary Anne Busse, Former Senior Counsel in the Division of Corporation Finance at the SEC and currently Managing Director of Great Disclosure, LLC.


* Discounts cannot be combined and must be applied at time of initial registration.

** Tuition price includes daily breakfast, lunch, and morning and afternoon refreshments.

If you have previously attended this course, you may not be eligible for CPE credits. Please contact KPMG Executive Education to confirm your eligibility.